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Personal Banking Associate at BMO - ApplyBlast

Personal Banking Associate

BMO

5 months ago

3.6 on Glassdoor

Delta, BC, CAN

Onsite

Full Time

Junior

0 applicants

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About this role

A Retail Banking Sales & Service Associate at BMO delivers exceptional financial solutions to customers in various branch settings, identifying needs and guiding them through digital and self-serve options. The role involves collaborating with team members to achieve business objectives, managing transactional needs, and providing personal banking and credit card advice while adhering to strict risk and compliance protocols.

Responsibilities

Identify customer needs and provide tailored financial advice and guidance.
Guide customers through digital and self-serve banking options in the lobby.
Review customer profiles to uncover opportunities for banking and credit products.
Execute complex tasks while adhering to risk management frameworks and regulations.
Collaborate with branch partners to enhance overall customer experience and business results.

Skills

Qualifications

1-2 years of relevant experience or certificationRegistration to sell investment products (Canada only)

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.